Vodafone Group PLC

VOD-Q

Vodafone Group PLC
(VOD-Q)

About Vodafone Group PLC (VOD-Q)

Vodafone Group plc is a British multinational telecommunications company, with headquarters in London. It predominantly operates services in the regions of Asia, Africa, Europe, and Oceania.
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Good for an RRSP? Trading at 14.15x forward earnings. Rule #1 is don't chase yield, because it's not guaranteed. Look for dividend growth. In European telecoms, no one's making any money because of price competition. And now 5G is on the horizon. Avoid. They can't pay the dividend sustainably. Better to buy the bonds.

Good for an RRSP? Trading at 14.15x forward earnings. Rule #1 is don't chase yield, because it's not guaranteed. Look for dividend growth. In European telecoms, no one's making any money because of price competition. And now 5G is on the horizon. Avoid. They can't pay the dividend sustainably. Better to buy the bonds.

They're in the middle of an acquisition, so they cut the dividend and are waiting for regulatory approval. If that doesn't happen, VOD will raise their dividend. Their large Indian subsidiary is an opportunity. Brexit has pressured VOD, so these levels are attractive. (Analysts’ price target is $24.27)

They're in the middle of an acquisition, so they cut the dividend and are waiting for regulatory approval. If that doesn't happen, VOD will raise their dividend. Their large Indian subsidiary is an opportunity. Brexit has pressured VOD, so these levels are attractive. (Analysts’ price target is $24.27)

It did not execute the way he thought it would so he sold it in the last year. They all have to invest in 5G in the near future. It will probably cost more than they will say it is going to. See Top Picks today.

It did not execute the way he thought it would so he sold it in the last year. They all have to invest in 5G in the near future. It will probably cost more than they will say it is going to. See Top Picks today.

A long-term defensive stock vs. its peers? He's owned it in the past. He got stopped out of VOD in the summer. He also likes Verizon. As for AT&T, they carry too much debt and have a poor balance sheet.

A long-term defensive stock vs. its peers? He's owned it in the past. He got stopped out of VOD in the summer. He also likes Verizon. As for AT&T, they carry too much debt and have a poor balance sheet.

Don't chase yield. Their dividend yield is high because the stock price is low. That yield is also not growing, because of European telecom competition; not to mention, 5G is coming so it'll be expensive for them to fund. Inflation over time will eat into their 6% dividend. VOD has been selling assets to cover this dividend. This is a tax-loss sell.

Don't chase yield. Their dividend yield is high because the stock price is low. That yield is also not growing, because of European telecom competition; not to mention, 5G is coming so it'll be expensive for them to fund. Inflation over time will eat into their 6% dividend. VOD has been selling assets to cover this dividend. This is a tax-loss sell.

Does have an elevated dividend. It sufferers from a couple of issues. Because of its UK operations, every time there is Brexit noise the stock suffers. Some concerns about their balance sheet. At this levels it is a good opportunity from a risk adjusted perspective even if not performing at the moment.

Does have an elevated dividend. It sufferers from a couple of issues. Because of its UK operations, every time there is Brexit noise the stock suffers. Some concerns about their balance sheet. At this levels it is a good opportunity from a risk adjusted perspective even if not performing at the moment.

British company. As a Canadian taxpayer you have to pay withholding taxes in Europe. This company is facing big capital expenditures with 5G. They have a heavy debt load. They own little companies in many places in Africa and Asia. He prefers AT&T (T-N) or Verizon Communications (VZ-N). Thinks the dividend is safe. (Analysts’ price target is $24.88)

British company. As a Canadian taxpayer you have to pay withholding taxes in Europe. This company is facing big capital expenditures with 5G. They have a heavy debt load. They own little companies in many places in Africa and Asia. He prefers AT&T (T-N) or Verizon Communications (VZ-N). Thinks the dividend is safe. (Analysts’ price target is $24.88)

He thinks this could be a yield trap. The problem is there is there is no structural growth opportunity. The challenge in a rising yield environment is its share price may not keep up with others. The underlying business is vulnerable to a recession. Yield 6.5%.

He thinks this could be a yield trap. The problem is there is there is no structural growth opportunity. The challenge in a rising yield environment is its share price may not keep up with others. The underlying business is vulnerable to a recession. Yield 6.5%.

If you bought this before the sale of Verizon wireless, you received a very large one-time special dividend of shares along with cash. If you did not participate in the dividend, then you are probably significantly underwater. Since then, a number of things have happened. European telcos are now doing fibre to the homes and they not seeing top line growth or revenue growth. Longer-term, there is some good upside. It’s also down a little on the noise of BREXIT risk. If looking for a global company with a decent dividend with some upside, it’s reasonable value at these levels.

If you bought this before the sale of Verizon wireless, you received a very large one-time special dividend of shares along with cash. If you did not participate in the dividend, then you are probably significantly underwater. Since then, a number of things have happened. European telcos are now doing fibre to the homes and they not seeing top line growth or revenue growth. Longer-term, there is some good upside. It’s also down a little on the noise of BREXIT risk. If looking for a global company with a decent dividend with some upside, it’s reasonable value at these levels.

Not a huge fan of telecom companies globally. However, their dividends are sustainable, so he wouldn't be worried about a dividend cut in the future. However, this has been a zero-growth company, and will probably remain so. They are into cost cutting that will fuel marginal earnings growth, but it is not attractive to him. Rising interest rates will mean these kinds of companies will be negatively affected.

Not a huge fan of telecom companies globally. However, their dividends are sustainable, so he wouldn't be worried about a dividend cut in the future. However, this has been a zero-growth company, and will probably remain so. They are into cost cutting that will fuel marginal earnings growth, but it is not attractive to him. Rising interest rates will mean these kinds of companies will be negatively affected.

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